This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License types and features.

Types of approvals

Some service requests require authorization and approval before any work is done on them. Approvals are configured to make sure that the appropriate people review, approve, or reject the requests. Approvals can be configured for various types of requests, such as purchase requisitions, change requests, release requests, service request definitions, and so on. Administrators can create approval tasks for all requests and designate approvers to approve or reject requests.

Related topics

The following table lists the types of approvals:

Approval typeDescriptionReference
Change request

When a change is created and is managed through its entire lifecycle from its initiate stage to the closed stage, there are different stages in the change control process flow that need approval; approvals can be configured for those stages.

Example: Apex Global has discovered that a mission-critical server is almost reaching capacity, so it must be replaced by a model that has more capacity. The Change Manager initiates a change request to replace the server.

Stages of a change request Open link

Release

In release management, configure approvals to track milestones through the entire lifecycle from the initial milestone through close down.

Example: Apex Global must install a new payroll service by a certain date. The release coordinator initiates a release request to install the new application.

Approving release requests Open link

Service request definition (SRD)For SRDs, approvals can be configured for each stage before deployment. An SRD is a service offering that is created for the service catalog.  

Configuring approvals for SRDs and service requests Open link

Service requestA service request is an offering that is generated from an SRD.  When an SRD is created, the Approval Type option is specified, which defines the approvals required for the service request that a user submits.

Configuring approvals for SRDs and service requests Open link

KnowledgeApproval is required whenever a change in the status of knowledge articles enables or disables access for end users. Approvals might be required for status transition of a knowledge article, before its status is set to Published, Retired, or Cancelled.

Configuring approvals Open link

Purchase

Approvals are configured to approve a purchase requisition for new items that an employee has requested or licenses for organizational needs. 

Approving the purchase requisition Open link

Digital Workplace Catalog request

 Approvals can be configured for certain types of service requests defined in the BMC Helix Digital Workplace Catalog.

Workflow to request approval Open link




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